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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,683 | $53,162+6.6% | $91,225-37.9% | $68,486-17.2% |
| Participation rate | 82.1% | 63.2%+18.9pp | 73.2%+8.9pp | 67.9%+14.2pp |
| Annual return | -17.36% | -3.14%-14.2pp | 114.12%-131.5pp | -7.85%-9.5pp |
| Employer contribution / active EE | $653 | $1,709-61.8% | $2,851-77.1% | $2,597-74.9% |
| Participant deferral / active EE | $5,329 | $2,974+79.2% | $4,233+25.9% | $4,028+32.3% |
| Admin fee / account holder | $6,426 | $4,493+43.0% | $5,422+18.5% | $5,404+18.9% |